Gregg
Layer

Commonwealth Financial Network

CRD#4336567
Investment Advisor
in Pittsford, NY

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About this Advisor

Gregg Layer is a financial advisor based in Pittsford, New York, working with Commonwealth Financial Network. Gregg has previously held positions at Commonwealth Financial Network and Marathon Financial. Gregg has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Gregg is part of Commonwealth Financial Network, which operates out of Pittsford, New York. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

179 Sully'S Trail Suite 301, 302 and 304
Pittsford, NY 14534

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

NY Average: $16,012,751,954
Total Number of Employees

4,500

NY Average: 118
Total Number of Accounts

623,075

NY Average: 4,567
Average Account Size

$284,126

NY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Gregg Layer Work History

2011 - Present (13 years)

Commonwealth Financial Network

2011 - Present (13 years)

Marathon Financial

Disclosures

Please visit the SEC profile of Gregg Layer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Constance King
Plymouth Meeting, PA
Michael Williams
Dallas, TX
Jeffrey Brannon
Saint Paul, MN
Ryan Sokolowski
Ludlow, MA
Erin Sweitzer
Phoenix, AZ
Robert Holden
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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